Kohl Metzger-Bell, financial advisor Seattle WA
93 score

Kohl Metzger-Bell

CRD Number: 5511185
Current Firm: Morgan Stanley

Kohl Metzger-Bell (CRD# 5511185) is an Investment Advisor Representative working at Morgan Stanley in Seattle, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Tacoma, WA Jun 2009 - Current 7
Morgan Stanley Tacoma, WA Mar 2008 - Current 8
Unemployed Tacoma, WA Nov 2007 - Mar 2008 < 1
China Pearl Friday Harbor, WA Sep 2007 - Nov 2007 < 1
Friday's Crabhouse Friday Harbor, WA May 2007 - Sep 2007 < 1
Katie Downs Ruston Way, WA Feb 2007 - May 2007 < 1
The Cella Tacomqa, WA Sep 2006 - Feb 2007 < 1
Aerotek Commercial Fife, WA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Kohl Metzger-Bell
Phone Number: 914-225-5510
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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